Press Release

TrendForce Estimates Global Branded TV Shipments to Drop by 4.2% Annually for 2017; Strong Results in Second Half Are Unlikely to Offset Declines in First Half11-01-2017 /
TrendForce
WitsView, a division of TrendForce, reports that the global shipments of branded TV sets for the third quarter of 2017 totaled 54.99 million units, showing an increase of 16% from the second quarter and a year-on-year decline of 4.0%. The third quarter is traditionally a busy period for TV shipments. Furthermore, the recent drop in panel prices is gradually taking away the cost pressure on TV brands, bolstering their confidence in expanding their shipments. WitsView expects the TV market to remain positive through the fourth quarter. Nevertheless, the strong results in the second half of this year are unlikely going to offset three consecutive quarters of year-on-year declines. WitsView therefore has lowered its estimate of this year’s annual global shipments to 210 million units, down 4.2% from the previous year.
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TrendForce Says Samsung Could Increase Competition in DRAM Market Next Year by Expanding Its Production Capacity; Supply May Not Remain Tight for Long10-30-2017 /
Avril Wu
During the recent two years, limited increase in production capacity and challenges related to technology migration have slowed down the growth of DRAM supply, according to DRAMeXchange, a division of TrendForce. Contract prices of DRAM products began to climb in the second half of 2016, particularly driven by the strong demand in the year-end busy season. The DRAM market since then has continued to see surging prices. However, there are reports that Samsung is considering expanding its production capacity to increase competition and raise the barrier for market entry. Thus, there is a possibility that the tight supply for DRAM may end sooner than originally anticipated. [ more ]

TrendForce Says NAND Flash Market to Regain Balance in 2018 with Annual Bit Supply Growing by 42.9%09-27-2017 /
Alan Chen
Demand has exceeded supply in the global NAND Flash market for six consecutive quarters since the third quarter of 2016, according to the latest research from DRAMeXchange, division of TrendForce. During this 2017, NAND Flash demand continues to expand because of the increase in average memory content of smartphones and the strong server market. At the same time, the growth in NAND Flash supply has been constrained by the pace of the major suppliers’ respective technology migrations, which in general have been slower than anticipated. [ more ]

DRAM Supply to Remain Tight With Its Annual Bit Growth for 2018 Forecast at Just 19.6%, According to TrendForce09-20-2017 /
Avril Wu
DRAMeXchange, a division of TrendForce, forecasts that the global DRAM supply for 2018 will show an annual bit growth of just 19.6%, which is another low in recent years. The global top three major DRAM suppliers – Samsung, SK Hynix and Micron – are now in the midst of their capacity planning for 2018. DRAMeXchange points out that all three suppliers tend to be conservative with regard to next year’s capital outlays. They have opted to slow down their capacity expansions and technology migrations so that they can keep next year’s prices at the same high level as during this year’s second half. Doing so will also help them to sustain a strong profit margin. [ more ]